- Engage with business owners to understand their financial requirements and business goals.
- Analyze financial statements (P&L;, Balance Sheet, Bank Statements) to recommend suitable financial products.
- Sell and cross-sell MSME lending products such as Term Loans, LAP, Working Capital, Invoice Discounting, and Structured Finance.
- Build relationships with VC and Angel Investor networks for equity funding opportunities.
- Use AI tools like ChatGPT and Claude for research, proposal preparation, and client communication.
- Maintain accurate CRM records of client interactions and follow-ups.
Preferred candidate profile
- 1 to 4 years of experience in MSME lending, banking, NBFC, DSA, or financial advisory.
- Bachelor's degree in Commerce, Finance, Business Administration, or related field.
- Self-driven with a hunter mindset and ability to close deals independently.
- Comfortable interacting with business owners, CXOs, and finance professionals.
- Looking for a immediate joinee
- (phone hidden) HR